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Aug 21, 2024 | 
top1000funds.com | Sarah Rundell |Amanda White |Tim Fish Hodgson |Roger Urwin
The semi annual report of the giant Norway sovereign wealth fund is testament to its commitment to transparency, unambiguously outlining the half year results which came in 0.04 per cent under benchmark. The fund did benefit from a nearly 15 per cent exposure to tech stocks, but was let down by returns in renewable energy infrastructure.
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Aug 21, 2024 | 
top1000funds.com | Amanda White |Sarah Rundell |Tim Fish Hodgson |Roger Urwin
A total portfolio approach aligns investment implementation with the purpose of being a fiduciary, rather than short term or relative performance. Not only that, there is huge upside performance from the approach, the source of which is not what you might think, according to Sue Brake, former CIO of the Future Fund and proponent of the approach. The return benefits of a total portfolio approach, compared to the historical strategic asset allocation, are not the sum of its parts.
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Aug 20, 2024 | 
top1000funds.com | Tim Fish Hodgson |Sarah Rundell |Amanda White |Roger Urwin
I don’t know you, so what I say next may not be true … but here goes anyway: your investment beliefs are probably out of date. If you have revised your beliefs within the last 12 months and have factored in the tsunami of pain that climate change will bring, then please forgive me. You are off the hook. If, however, your investment beliefs were set five, or more, years ago – when net-zero wasn’t even a ‘thing’ – then I will argue that they need to catch up with a fast-moving reality.
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Aug 13, 2024 | 
top1000funds.com | Sarah Rundell |Darcy Song |Amanda White |Roger Urwin
The £30 billion Greater Manchester Pension Fund (GMPF) the United Kingdom’s largest Local Government Pension Scheme is ploughing more money into affordable housing, targeting 30 per cent of its 10 per cent allocation to real estate to the residential sector.
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Aug 1, 2024 | 
top1000funds.com | Amanda White |Roger Urwin |Sarah Rundell |Simon Hoyle
The funds that take a total portfolio approach added 1.8 per cent per annum over 10 years above those that use strategic asset allocation in a recent Thinking Ahead Institute study of 26 asset owners, including the Future Fund. And the systems-thinking TPA approach, with the benefits of dynamism and joined-upness, will help asset owners in an environment of increasing complexity according to the report’s author, Roger Urwin.
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Jul 29, 2024 | 
top1000funds.com | Roger Urwin |Sarah Rundell |Amanda White
The Thinking Ahead Institute collaborated with the Future Fund and 25 other asset owners in an in-depth exploration of asset owner practices, the TAI Asset Owner Peer Study. These asset owners were carefully chosen for their robust governance, substantial size, and global perspectives. The group included nine from the Americas, eight from Europe, and nine from the Asia Pacific region—a well-balanced representation drawn from major pension funds and sovereign wealth funds.
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May 1, 2024 | 
ipe.com | Roger Urwin
IPE Membership
IPE has created a suite of products and services for Europe’s institutional investment and pensions community.
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Feb 6, 2024 | 
top1000funds.com | Julian Poulter |Sarah Rundell |Amanda White |Roger Urwin
The commodities sector is at the heart of the energy transition, impacting both the coming structural decline of fossil fuels and the demand for the new economy critical materials. There is also the delicate matter of future nature-based land-use and food production conflicts facing investors and soft commodity driven deforestation, other potential clouds on their net-zero commitments.
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Feb 6, 2024 | 
top1000funds.com | Sarah Rundell |Sarah Williamson |Amanda White |Roger Urwin
Ireland’s €15 billion ($16.1 billion) Sovereign Development Fund, ISDF, is finding compelling investment opportunities in the energy transition and is successfully drawing in additional investment to finance Ireland’s net zero commitments.
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Jan 31, 2024 | 
top1000funds.com | Sarah Rundell |Sarah Williamson |Amanda White |Roger Urwin
As the Netherland’s overhaul of its €1.45 trillion ($1.6 trillion) pension sector, Europe’s largest, gathers pace the country’s pension funds must shift from defined benefit to defined contribution. Asset owners are beginning to adjust their hedging policies and asset mix to prepare for a new world that replaces retirement income promises for members with a different system that bases pension payouts on contributions and investment returns, dependent on the vicissitudes of financial markets.
